Wellspring Financial Advisors, LLC Ishares Iboxx $ Investment Gra Transaction History

Wellspring Financial Advisors, LLC

  • $633 Billion
  • Q1 2024

A detailed history of Wellspring Financial Advisors, LLC transactions in Ishares Iboxx $ Investment Gra stock. As of the latest transaction made, Wellspring Financial Advisors, LLC holds 31,234 shares of LQD stock, worth $3.35 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares
31,234
Previous 51,902 39.82%
Holding current value
$3.35 Million
Previous $5.74 Billion 40.77%
% of portfolio
0.54%
Previous 1.43%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 01, 2024
SELL
$106.98 - $110.63 $2.21 Million - $2.29 Million
-20,668 Reduced 39.82%
31,234 $3.4 Billion
Q4 2023

Feb 13, 2024
SELL
$98.28 - $111.36 $51,597 - $58,464
-525 Reduced 1.0%
51,902 $5.74 Billion
Q3 2023

Nov 14, 2023
SELL
$102.02 - $108.51 $34,176 - $36,350
-335 Reduced 0.63%
52,427 $5.35 Billion
Q2 2023

Aug 11, 2023
BUY
$106.02 - $110.43 $5.59 Million - $5.83 Million
52,762 New
52,762 $5.71 Billion

Others Institutions Holding LQD

# of Institutions
1,174
Shares Held
274M
Call Options Held
38.8M
Put Options Held
37.9M
View Full List

About ISHARES IBOXX $ INVESTMENT GRA

LQD Quotes by TradingView
  • Ticker LQD
  • Sector ETFs
  • Industry ETFs
More about LQD
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